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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,508 | $92,743+138.8% | $82,744+167.7% | $134,532+64.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 4.99% | 946.63%-941.6pp | 702.22%-697.2pp | 418.27%-413.3pp |
| Employer contribution / active EE | $18,737 | $3,273+472.5% | $3,008+522.9% | $4,741+295.2% |
| Participant deferral / active EE | $43,200 | $4,802+799.7% | $4,395+883.0% | $6,401+574.9% |
| Admin fee / account holder | $33,029 | $5,977+452.6% | $5,325+520.3% | $11,429+189.0% |